MEDIA

Five reasons not to fear government bonds

Though the recent uptick in inflation expectations and the Trump-fuelled reflationary trade have scared many investors away from government bonds, five portfolio managers argue there...

Published : 24, Feb 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

Published : 23, Feb 2017

Russell Investments' top five market-shaping themes...

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, Feb 2017
Company earnings or Trump and China: what will drive GEM returns in 2017?

Company earnings or Trump and China: what will...

Emerging markets are undervalued, offer a compelling growth story and provide much-needed diversification so what is the number one driver for returns in the coming 12 months?

Published : 20, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world

PA Podcast: Post-crisis memory and asset allocation...

Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise....

Published : 16, Feb 2017

Is there still opportunity to be found in the...

They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google still offer opportunities...

Published : 15, Feb 2017

How advisers are positioning model portfolios,...

Natixis Global Asset Management has issued its latest UK Portfolio Barometer on how advisers positioned model portfolios in the fourth quarter of 2016. Here are five of the key takeaways....

Published : 13, Feb 2017
PA Podcast: Deflation’s demise and the durability of duration

PA Podcast: Deflation’s demise and the durability...

David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

Published : 9, Feb 2017

UBS Wealth's top five investor concerns

With uncertainty in the investment landscape showing no let-up in 2017, Caroline Simmons, deputy head of the UK chief investment office at UBS Wealth Management, reveals the five questions...

Published : 7, Feb 2017
PA Wealth Manager Awards: Kleinwort Benson's Choukeir

PA Wealth Manager Awards: Kleinwort Benson's Choukeir...

CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.

Published : 7, Feb 2017
PA Wealth Manager Awards: C.Hoare & Co's Rob Jeffree

PA Wealth Manager Awards: C.Hoare & Co's Rob Jeffree...

Rob Jeffree, CIO at C.Hoare & Co talked to Portfolio Adviser ahead of the 2017 PA Wealth Manager Awards.

Published : 6, Feb 2017
PA Wealth Manager Awards: Church House's James Mahon

PA Wealth Manager Awards: Church House's James...

Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.

Published : 6, Feb 2017
PA Wealth Manager Awards: Coutts' Alistair Jex

PA Wealth Manager Awards: Coutts' Alistair Jex...

Coutts' Alistair Jex offers some views on the biggest opportunities and risks facing investors at the moment.

Published : 3, Feb 2017
Wealth managers weigh in on the Trump rally

Wealth managers weigh in on the Trump rally

At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year's winning wealth managers on the prospects for a Trump-inspired US equities market.

Published : 3, Feb 2017
PA Podcast: Manager mojo and the Trump rally

PA Podcast: Manager mojo and the Trump rally

This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base....

Published : 2, Feb 2017

Inside the PA Wealth Manager Awards 2017

The great and good of the wealth management sector came together last Thursday for the annual Portfolio Adviser Wealth Manager Awards at the splendid County Hall - we've gathered all...

Published : 30, Jan 2017

Five factors to watch for European high yield...

With volatility expected to remain the prevalent theme in 2017, Mike Della Vedova, portfolio manager of the T. Rowe Price European High Yield Bond Fund lists five areas to watch this...

Published : 27, Jan 2017
Managers divided on UK investment outlook

Managers divided on UK investment outlook

There is a growing divide on the investment outlook for the UK, so we put it to our readers. Below are four answers to the question, Are you bullish on the prospects for the UK in 2017?...

Published : 26, Jan 2017
Making the case for vertical integration in UK wealth management - Polin

Making the case for vertical integration in UK...

Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.

Published : 26, Jan 2017

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PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?
PA ANALYSIS: What's next...

As Unilever chief executive Paul Polman pushed the...

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